Relationship Executive

3 weeks ago


Pune, India F and J Direct Full time

Job Profile & Responsibilities

Connecting with existing investors and helping them to achieve their financial goals. Getting client references and building a new client base.

client-centric approach

Team building and leadership quality.

Financial Plan Creation and Execution

Knowledge of Mutual funds, PMS, and other financial products.

Good verbal communication and drafting skills.

Additional Details

Should be able to work independently

Follow the ethics and guideline laid down by the company.

Should be willing to go out for clients’ meeting

**Salary**: ₹22,000.00 per month

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- mutual funds sales: 1 year (preferred)

**Speak with the employer**
+91 9921857898



  • Pune, India Roadmap IT Solutions (P) Ltd Full time

    CUSTOMER RELATIONSHIP EXECUTIVE - **Only Females** **work from home** - **Willing to work in Sales Domain.**: - **ERP Software sales is added advantage.**: - **Lead Generation,Cold Callings, Digital Marketing.** **Requirements**: - Excellent communication skills, both verbal and written. - Language fluency in English & Hindi Must. - Ability to...


  • Pune, India Bajaj Allianz General Insurance Company Full time

    : **RE Quality Assurance** Do call barging to RE’s (Relationship Executives) live call to shadow the calls made to IMD’s & give qualitative feedback to RE’s post call to increase the effectiveness of RE’s & service standards. Provide & enhance data capturing pointers to RE’s of IMD’s; revise the data capturing formats over period. Allocate IMD...


  • Pune, Maharashtra, India Allentics IT solutions Full time

    v **Roles and Responsibilities**: **We are currently seeking a highly motivated Business Relationship Executive to join our team. In this role, you will be responsible for developing and maintaining relationships with key clients and partners, as well as identifying new business opportunities** **Key Responsibilities** **- Educate clients about Vintage IT...


  • Pune, India Hiring Street Full time

    **Roles and Responsibilities** Role: Relationship Officer (Field Sales) Basic Banking Know-How Analytical Skills, good communication skills, Well versed with English and local Language, good in excel and PPT. **Perks and Benefits** - Role:_Field Sales Executive - Salary:_ Not Disclosed by Recruiter - Industry:_Banking - Department:_Sales & Business...


  • Pune, India PhotoBox studios Full time

    We are an Exciting, Growing, High-Energy Wedding Film-Making Production Company. In short - Wedding Film Experts. Filming Raw emotions is our Biggest Expertise. We are Film-Makers who want to give Wedding Films a completely different shape of emotions Kindly read your Job Role Completely before you apply. 2. Calling all the High-Quality Fresh Leads,...


  • Pune, India Arthan Full time

    As the Fundraising & Relationship Manager, you will play a vital role in driving the organization's financial sustainability and supporting our philanthropic initiatives. You will be responsible for building and maintaining relationships with corporate partners, managing CSR projects, and securing resources through fundraising efforts.Key...


  • Pune, India AJ MOTORS Full time

    Managing interactions and relationships with customers and potential customers. Includes organizing customer data, analyzing customer interactions, implementing strategies to improve relationships, and using technology to streamline processes like sales, marketing, and customer service. **Salary**: ₹12,000.00 - ₹20,000.00 per month Schedule: - Day...

  • Relationship Manager

    3 weeks ago


    Pune, Maharashtra, India iimjobs Full time

    The Corporate Banking Relationship Manager (RM) plays a crucial role within a bank, acting as a trusted financial advisor for corporate clients. They are responsible for building strong relationships, understanding client needs, and developing tailored financial solutions to help businesses grow and achieve their goals.Client Acquisition and Relationship...


  • Pune, India Ketto online Ventures Pvt. Ltd. Full time

    Job DescriptionFind patients who need funds as per the criteria defined by the company. Explain the concept of crowdfunding to them, Educate them about crowdfunding and Ketto’s role in raising funds & help them create campaigns Interact with patients, understand their financial needs. Help patients to create campaigns, write their story with relevant...


  • pune, India Riverforest Connections Private Limited Full time

    JobPurpose To ensure theachievement of disbursement targets with a prescribed mix ofproducts. Responsibilities CoreResponsibilities: Meet& exceed business targets in terms of optimum product mix andquality ofsourcing Proactivelyunderstanding customer needs and cross selling insurance and otherproducts as per therequirement. Executesales promotion...


  • Pune, India Reports Insights Consulting Pvt Ltd Full time

    The Placement cordinator will be responsible to identify potential employers for placement of students. - Line up students according to the companies/employers requirement associated with the pre-placement profiling. - Regular coordination with the manager / supervisor of the various companies and trainers. - Need to undertake additional responsibilities...


  • Pune, India CR Properties Full time

    **JD - CRM Executive, pune** **You’ll be our: CRM Executive.** **You’ll be based at: Pune.** **You’ll be aligned with: Manager.** **You’ll be a member of: Sales Strategy.** **What will I be doing at CRM ?** Verify the booking documents. Coordinate with the sales team & CRM team. Customer calling/ responsible for collection. Travelling onsite...

  • Relationship Manager

    3 weeks ago


    Mumbai/Pune, India iimjobs Full time

    Relationship Manager - Large Corporate Group Working profile include getting the business generated from existing as well as new corporates, preparation of financial projections, proposal and getting sanctions from credit & risk team, negotiating commercials and documentation with the corporate by Liaoning with CFOs, company secretaries and other stake...


  • Pune, India Bayleaf HR Solutions Private Limited Full time

    BAYLEAF HR SOLUTIONS PVT. LTD. is a recruitment consultancy, providing permanent and contractual recruitment solutions to all small, medium and large size organizations around INDIA from MUMBAI office. Our priority is to support organizations in employing quality manpowerin less time. We focus on quality recruitment/placement services to create sustainable...


  • Pune, India FirstCry.com Full time

    Job description Company profile: and over 9 lac happy customers. The company has been growing rapidly since its inception in 2010 from 4 members to more than 1200 employees and the trend continues. With the headquarters in Pune, it also has presence in Delhi, Bangalore & Mumbai. The company is also expanding through the Franchise route, with more than...


  • Pune, Maharashtra, India Cognizant Technology Solutions Full time

    Level : Senior ManagerLocation : Pune, Hyderabad PFB the JD:Market Leadership :Creates sales strategy and plans for the Client Partner's review and to be incorporated into a broader client strategy and plan.Identify and qualify add-on opportunities.Relationship Management :Executes and manages the account plan under the guidance of the client Partner.Invests...


  • Pune, India Axis Bank Full time

    The Relationship Manager is responsible for scoping of the area sales and operations and implementing strategies to increase productivity and performance levels in order to achieve the Circle’s financial targets. They are responsible for ensuring the smooth functioning of the daily operations and compliance with the rules and regulations set as per...


  • Pune, India Programming.com Full time

    Job Title: CRM (Customer Relationship Management)Location: Pune & MumbaiKeywords: IT Sales, B2B Sales, Staff Augmentation, Client Servicing, Account Management, Service Delivery, Business PlanningShift:- Night ShiftBudget: Maximum 11LPAUS IT Staffing and Business DevelopmentJob Description:We are currently seeking a dynamic and experienced CRM (Customer...


  • pune, India Riverforest Connections Private Limited Full time

    Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering...


  • Pune, India Tata AIA Life Insurance Full time

    JOB DESCRIPTION:REGIONALMANAGER| PSU BANCASSSURANCE PARTNERSHIP A.Position Overview Position Title Regional Manager Department Central Bank of India Level/ Band Manager Role Summary: -Liase with Bank’s Regional officers and Zonal Officersan -d ensure alignment on Life Insurance Business -Visitzones and regions-interactwithZonal...